Darien, CT Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Private Capital Advisors, Inc.
Team
Firm-wide stats for Private Capital Advisors, Inc.
Clients per advisor
128 Very HighAvg AUM per client
$4,784,948 Very HighHNW client ratio
30% TypicalAbout
Private Capital Advisors, Inc. provides discretionary portfolio management to high‑net‑worth individuals, family offices and institutional clients through separately managed accounts and affiliated private funds, focused on liquid investment strategies. The firm’s Form ADV reports $1.281 billion in discretionary assets under management and lists institutions, trusts and high‑net‑worth individuals among its client types.
PCA describes an investment process built on proprietary fundamental research supplemented by technical and cyclical analysis and implements long‑term, short‑term and trading strategies as appropriate to client objectives. The firm uses options and other derivatives and may transact on margin in separately managed accounts, tailors mandates to client constraints, and notes that some client relationships include negotiated performance‑based fees.
Compared with many team advisers, PCA serves as an affiliated managing member of Private Capital Strategies, LLC and participates in sponsoring and managing a private fund (Bayberry West, L.P.), sharing in both management and performance fees, and its reported AUM implies relatively high assets managed per advisor. The Form ADV discloses policies to address conflicts from these multi‑entity and side‑by‑side arrangements, and the brochure emphasizes investment management services rather than standalone comprehensive financial planning.
Based on Private Capital Advisors, Inc.
Expertise
Based on Private Capital Advisors, Inc.
Location
23 Old Kings Highway South, Suite 200
Darien CT 06820
Advisors at this office
1
Advisors at this office
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